Beacon Investment Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Beacon Investment Advisory Services’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21	Closed	-$2.29K	–	833
2026 Q1	$2.29K	Buy	+21	New	+$2.31K	﹤0.01%	730
2018 Q2	–	Sell	-8,245	Closed	-$968K	–	263
2018 Q1	$968K	Sell	8,245 -19,901	-71%	-$2.35M	0.1%	117
2017 Q4	$3.42M	Sell	28,146 -8,374	-23%	-$1.01M	0.36%	75
2017 Q3	$4.43M	Buy	+36,520	New	+$4.41M	0.38%	75
2016 Q4	–	Sell	-2,569	Closed	-$316K	–	81
2016 Q3	$316K	Sell	2,569 -719	-22%	-$88.6K	0.07%	58
2016 Q2	$404K	Buy	3,288 +842	+34%	+$101K	0.09%	43
2016 Q1	$291K	Buy	+2,446	New	+$281K	0.06%	53

Other funds holding LQD

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

AIMC

Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Beacon Investment Advisory Services's LQD Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 21 shares — an estimated $2.29K sold.

Beacon Investment Advisory Services first reported a position in LQD in Q1 2016 and held it in 7 quarters. The position peaked at $4.43M in Q3 2017. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Beacon Investment Advisory Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Beacon Investment Advisory Services sold 21 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.29K.
Beacon Investment Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and held it in 7 quarters.
Beacon Investment Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.43M in Q3 2017.
324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.